Introducing Koala Prospector! Bringing Waterfall Enrichment to Reps

Learn More!
Selective Wealth Management

Selective Wealth Management

Selective Wealth Management creates value for our investors by purchasing Selective Companies that produce irreplaceable goods and services, are highly profitable, possess pricing power, demonstrate careful debt management, skillfully reinvest earnings, and are led by world class leaders. This has been and continues to be the back bone of our Selective Process. he Selective Opportunity Fund (SLCTX) is a non-diversified mutual fund with the primary objective of maximizing long-term returns while protecting client principle. he Fund implements the Selective Process to construct an equity portfolio of the world's most dominant businesses purchased at attractive prices.

Last updated on

About Selective Wealth Management

Founded

2012

Estimated Revenue

$1M-$10M

Employees

11-50

Category

Industry

Financial Services

Location

City

Lynchburg

State

Virginia

Country

United States

Tech Stack (82)

search